Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,024 | $25,014-91.9% | $69,632-97.1% | $80,959-97.5% |
| Participation rate | 82.5% | 64.2%+18.3pp | 66.4%+16.1pp | 67.7%+14.8pp |
| Annual return | 14.44% | 19.08%-4.6pp | 101.32%-86.9pp | 35.67%-21.2pp |
| Employer contribution / active EE | $412 | $991-58.4% | $1,708-75.9% | $2,757-85.1% |
| Participant deferral / active EE | $920 | $1,840-50.0% | $2,889-68.1% | $4,300-78.6% |
| Admin fee / account holder | $1,304 | $2,491-47.6% | $4,695-72.2% | $6,925-81.2% |